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Align Technology

206 hedge funds and large institutions have $3.1B invested in Align Technology in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $50M | Put options by funds: $23.5M

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

25% more capital invested

Capital invested by funds: $2.47B → $3.1B (+$628M)

7% more funds holding

Funds holding: 192206 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 81

Holders
206
Holders Change
+14
Holders Change %
+7.29%
% of All Funds
6.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
69
Reduced
81
Closed
16
Calls
$50M
Puts
$23.5M
Net Calls
+$26.5M
Net Calls Change
+$8.61M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
126
Kopp Investment Advisors
Minnesota
$937K -$114K -2,604 -12%
Nomura Holdings
127
Nomura Holdings
Japan
$903K +$820K +18,780 New
MWNA
128
Marshall Wace North America
New York
$874K +$793K +18,163 New
FAM
129
Fortaleza Asset Management
Illinois
$856K -$232K -5,314 -23%
PPSG
130
Princeton Portfolio Strategies Group
New Jersey
$827K
AAM
131
Advisors Asset Management
Colorado
$791K +$24.3K +557 +4%
GT
132
Glenmede Trust
Pennsylvania
$719K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$690K +$230K +5,267 +58%
First Trust Advisors
134
First Trust Advisors
Illinois
$656K +$326K +7,460 +121%
PCM
135
Prelude Capital Management
New York
$641K -$73.3K -1,680 -11%
SG Americas Securities
136
SG Americas Securities
New York
$635K +$576K +13,199 New
U
137
UBS
Switzerland
$620K +$68K +1,558 +14%
ARTA
138
A.R.T. Advisors
New York
$603K +$548K +12,557 New
GKIM
139
GW&K Investment Management
Massachusetts
$595K +$52.6K +1,205 +11%
GC
140
Guggenheim Capital
Illinois
$559K -$218K -4,999 -30%
WB
141
WesBanco Bank
West Virginia
$553K +$21.8K +500 +5%
MC
142
Menta Capital
California
$524K +$175K +4,000 +58%
LPL Financial
143
LPL Financial
California
$515K +$261K +5,975 +102%
MSA
144
Mason Street Advisors
Wisconsin
$497K +$16.8K +385 +4%
VIM
145
Veritas Investment Management
United Kingdom
$447K +$372K +8,517 +1,099%
US Bancorp
146
US Bancorp
Minnesota
$429K -$41.5K -951 -10%
B
147
Baird
Wisconsin
$425K -$2.84K -65 -0.7%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$401K +$170K +3,885 +87%
MCM
149
Manchester Capital Management
Vermont
$399K
NPIT
150
National Penn Investors Trust
Pennsylvania
$388K -$39.1K -895 -10%

ALGN Hedge Fund Activity: Q3 2013 in Review

206 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q3 2013, worth a combined $3.1B — up 25% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ALGN positions and 16 closed out — a net gain of 15 holders — while 69 added to existing stakes and 81 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $93.4M. The largest seller was Sectoral Asset Management, cutting an estimated $87.9M.

  • 206 institutional investors held Align Technology (ALGN) as of Q3 2013, up from 192 in Q2 2013.
  • Funds reported $3.1B of Align Technology stock for Q3 2013, up 25% quarter-over-quarter.
  • 31 funds opened new Align Technology positions in Q3 2013 and 16 closed out, a net change of +15 holders.
  • The largest Align Technology buyer in Q3 2013 was Fidelity Investments, an estimated $93.4M added.
  • The largest Align Technology seller in Q3 2013 was Sectoral Asset Management, an estimated $87.9M sold.

Based on aggregated 13F filings for Q3 2013.